IFA Administrator Apply now

IFA Administrator

Stockport Full-Time 36000 - 60000 £ / year (est.) No home office possible
Apply now
E

At a Glance

  • Tasks: Join a team of nine to process new business and prepare meeting packs for IFAs.
  • Company: One of the top IFA firms in the North West, known for flexibility and trust.
  • Benefits: Enjoy remote work 2-3 days a week and flexible hours that fit your lifestyle.
  • Why this job: Experience a culture that values your time and independence while doing meaningful work.
  • Qualifications: No specific qualifications required; just bring your conscientious attitude and willingness to learn.
  • Other info: Work-life balance is prioritized, with no micromanagement—trust is key here!

The predicted salary is between 36000 - 60000 £ per year.

The phrase “work-life balance” has been around for years now. But not every company has got the memo. There are still those who don’t understand that the world has changed and people need and expect flexibility. And that if you don’t give people choice about where they work they assume one thing – you don’t trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours and 7.5 hours in total when you start finish is down to you. That doesn’t just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you’ll get on with your job to the best of your ability whether you’re in the office or not. After all, you’re a conscientious person, not someone who needs to be micro-managed.You’ll work on a team of nine administrators under a Team Leader. You’ll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you…

IFA Administrator employer: Exchange Street Claims & Financial Services

At our firm, we prioritize a healthy work-life balance, offering flexible working arrangements that empower our employees to choose where and when they work. With the opportunity to work from home 2-3 days a week and flexible core hours, we foster a culture of trust and autonomy, allowing you to manage your time effectively. Join us in the North West, where you'll be part of a supportive team dedicated to your professional growth and well-being.
E

Contact Detail:

Exchange Street Claims & Financial Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administrator

Tip Number 1

Finde heraus, welche Werte und Arbeitskultur das Unternehmen vertritt. Da Flexibilität und Vertrauen hier großgeschrieben werden, zeige in deinem Gespräch, dass du diese Werte teilst und bereit bist, Verantwortung zu übernehmen.

Tip Number 2

Bereite dich darauf vor, über deine Erfahrungen im Umgang mit administrativen Aufgaben zu sprechen. Betone, wie du in der Vergangenheit effizient gearbeitet hast, um die Bedürfnisse deines Teams zu unterstützen, und wie du dabei stets den Überblick behalten hast.

Tip Number 3

Informiere dich über die spezifischen Tools und Software, die in der Branche verwendet werden. Wenn du Kenntnisse in relevanten Programmen oder Systemen hast, bringe diese aktiv ins Gespräch ein, um deine Eignung zu unterstreichen.

Tip Number 4

Zeige deine Teamfähigkeit und Kommunikationsstärke. Da du in einem Team von neun Administratoren arbeiten wirst, ist es wichtig, dass du deine Fähigkeit zur Zusammenarbeit und zum Austausch von Informationen hervorhebst.

We think you need these skills to ace IFA Administrator

Organizational Skills
Time Management
Attention to Detail
Communication Skills
Team Collaboration
Problem-Solving Skills
Customer Service Orientation
Proficiency in Microsoft Office Suite
Data Entry Accuracy
Knowledge of Financial Services
Adaptability to Change
Ability to Work Independently
Confidentiality and Discretion

Some tips for your application 🫡

Understand the Company Culture: Take some time to understand the company's approach to work-life balance and flexibility. Highlight your alignment with their values in your application.

Tailor Your CV: Make sure your CV reflects your experience in administration and any relevant skills that demonstrate your ability to work independently and manage your time effectively.

Craft a Strong Cover Letter: In your cover letter, emphasize your understanding of the role and how your previous experiences have prepared you for working in a flexible environment. Mention your ability to collaborate within a team while also being self-motivated.

Showcase Relevant Experience: When detailing your work history, focus on specific examples where you've successfully managed tasks or projects independently, especially in a remote or flexible setting.

How to prepare for a job interview at Exchange Street Claims & Financial Services

Show Your Understanding of Work-Life Balance

Make sure to express your appreciation for the company's flexible working arrangements. Discuss how you value work-life balance and how it enhances productivity, showing that you align with their culture.

Demonstrate Team Collaboration Skills

Since you'll be working in a team of nine administrators, highlight your experience in collaborative environments. Share examples of how you've successfully worked with others to achieve common goals.

Prepare for Role-Specific Questions

Be ready to discuss your experience with processing new business and preparing meeting packs. Familiarize yourself with the typical tasks of an IFA Administrator and be prepared to explain how your skills match these responsibilities.

Emphasize Trust and Independence

The company values trust and independence in their employees. Share instances where you've taken initiative and managed your workload effectively without needing micromanagement.

E
  • IFA Administrator

    Stockport
    Full-Time
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-11

  • E

    Exchange Street Claims & Financial Services

  • Other open positions at Exchange Street Claims & Financial Services

    E
    Major Loss Adjuster Cert / Dip CILA MPO2377

    Exchange Street Claims & Financial Services

    Southampton Full-Time 43200 - 72000 £ / year (est.)
    E
    Senior Domestic Adjuster Cert / Dip CILA MPO2369

    Exchange Street Claims & Financial Services

    Stretford Full-Time 48000 - 84000 £ / year (est.)
    E
    Head of Contractor Network CD221

    Exchange Street Claims & Financial Services

    Liverpool Full-Time 48000 - 72000 £ / year (est.)
Similar positions in other companies
Europas größte Jobbörse für Gen-Z
discover-jobs-cta
Discover now
>